+341.8%
FIDU vs VOO
+445.3%
-103.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.2% |
| 7D | +1.5% | +0.5% | +0.9% | +0.9% |
| 30D | -5.9% | -0.9% | -4.9% | -5.0% |
| 3M | -0.9% | +3.9% | -4.8% | -4.6% |
| 6M | +3.2% | +14.5% | -11.4% | -9.9% |
| YTD | +13.1% | +13.0% | +0.2% | +0.2% |
| 1Y | +16.8% | +19.4% | -2.6% | -2.1% |
| 3Y | +71.9% | +78.9% | -6.9% | -4.1% |
| 5Y | +82.1% | +82.3% | -0.1% | -0.9% |
| 10Y | +253.6% | +314.2% | -60.6% | -16.8% |
| All | +341.8% | +445.3% | -103.5% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling